+362.5%
IWD vs PODD
+781.2%
-418.8%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.2% | +1.6% |
| 7D | +1.3% | -2.5% | +3.7% | +1.6% |
| 30D | +3.6% | +10.7% | -7.2% | +1.7% |
| 3M | +2.3% | +6.1% | -3.8% | +1.1% |
| 6M | +13.0% | -2.8% | +15.9% | +12.4% |
| YTD | +26.2% | -47.3% | +73.5% | +38.2% |
| 1Y | +30.5% | -53.2% | +83.6% | +45.5% |
| 3Y | +86.2% | -2.0% | +88.2% | +79.0% |
| 5Y | +72.9% | -52.9% | +125.8% | +82.6% |
| 10Y | +205.0% | +321.1% | -116.0% | +105.8% |
| All | +362.5% | +781.2% | -418.8% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling